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Automations and campaigns
Let follow-ups run themselves.
2 articles
Automate your first follow-up
Use a recipe or build your own rule: when something happens, send a text, create a task, assign an owner and more.
Nurture leads with campaigns
A drip of texts, emails and tasks that keeps you in touch for days or weeks, and stops when the lead replies.
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Getting started
Leads and pipeline
Inbox and messaging
Calling
Forms and booking
Client requests
Dashboard and reports
Team and permissions
Account and billing